We are live on ! Find out more
JPC icon

Nuveen Preferred & Income Opportunities Fund
JPC

280 hedge funds and large institutions have $580M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $586M → $580M (-$6.03M)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

8% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 89

1.06% less ownership

Funds ownership: 25.42% → 24.36% (-1.1%)

2% less funds holding

Funds holding: 287 → 280 (-7)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
280
Holders Change
-7
Holders Change %
-2.44%
% of All Funds
4.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
82
Reduced
89
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.74M
2
LPL Financial
LPL Financial
California
+$3.67M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.37M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$2.04M
5
UBS Group
UBS Group
Switzerland
+$1.56M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$14.3M
2
Morgan Stanley
Morgan Stanley
New York
-$7.82M
3
AA
AQR Arbitrage
Connecticut
-$4.27M
4
SAG
SageView Advisory Group
California
-$3.59M
5
SIA
Sit Investment Associates
Minnesota
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
126
NWF Advisory Services
California
$218K -$7.1K -988 -3%
AO
127
Advisor OS
Illinois
$217K +$661 +92 +0.3%
CIA
128
Concurrent Investment Advisors
Florida
$210K +$5.67K +789 +3%
DSC
129
Duncker Streett & Co
Missouri
$205K – – –
CSC
130
Caldwell Sutter Capital
California
$203K – – –
IC
131
IEQ Capital
California
$187K -$11.1K -1,552 -6%
KeyBank National Association
132
KeyBank National Association
Ohio
$186K – – –
Calamos Advisors
133
Calamos Advisors
Illinois
$186K +$179K +24,878 New
CL
134
CSS LLC
Illinois
$185K -$193K -26,800 -52%
FAG
135
Fortitude Advisory Group
Washington
$181K – – –
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$181K -$23.4K -3,255 -12%
SCA
137
Snowden Capital Advisors
New York
$179K -$14.4K -2,000 -8%
BFG
138
Berger Financial Group
Minnesota
$177K -$9.55K -1,330 -5%
JLBC
139
J.L. Bainbridge & Co
Florida
$175K – – –
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$165K – – –
PWPS
141
Pinnacle Wealth Planning Services
Ohio
$163K +$10.2K +1,422 +7%
WB
142
WesBanco Bank
West Virginia
$161K +$2.84K +395 +2%
WA
143
WealthTrust Axiom
Pennsylvania
$160K -$6.38K -888 -4%
CSIC
144
Clifford Swan Investment Counsel
California
$160K – – –
LA
145
LexAurum Advisors
Kansas
$160K -$164K -22,888 -52%
AFP
146
Ausdal Financial Partners
Iowa
$158K -$14.8K -2,056 -9%
IPWA
147
International Private Wealth Advisors
California
$157K +$2.78K +387 +2%
BPA
148
Beacon Pointe Advisors
California
$155K -$50.6K -7,046 -25%
RIA
149
Realta Investment Advisors
Delaware
$151K +$4.14K +576 +3%
TFGT
150
TS Financial Group (TSFG)
Illinois
$151K – – –
4 5
6
7 8

JPC Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2024, worth a combined $580M — down 1% from $586M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of JPC and 28 opened new positions — a net loss of 2 holders — while 89 trimmed existing stakes and 82 added.

The largest buyer was Bank of America, adding an estimated $5.74M. The largest seller was Rivernorth Capital Management, cutting an estimated $14.3M.

  • 280 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2024, down from 287 in Q1 2024.
  • Funds reported $580M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2024, down 1% quarter-over-quarter.
  • 28 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2024 and 30 closed out, a net change of -2 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2024 was Bank of America, an estimated $5.74M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2024 was Rivernorth Capital Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2024.